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FullCircle Wealth’s BondBloxx IR+M Tax Aware Short Duration ETF TAXX Stock Holding History

FullCircle Wealth’s Portfolio TAXX Stock Details TAXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$310K Sell
6,102
-3,498
-36% -$178K 0.11% 193
2025
Q2 		$487K Hold
9,600
– – 0.18% 147
2025
Q1 		$483K Hold
9,600
– – 0.2% 132
2024
Q4 		$485K Buy
9,600
+1,000
+12% +$50.5K 0.2% 133
2024
Q3 		$435K Buy
+8,600
New +$434K 0.2% 130

Other funds holding TAXX

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $169M AUM 0.85% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $398M AUM 17.85% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

FullCircle Wealth's TAXX Position: Q3 2025 in Review

FullCircle Wealth reduced its BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) stake by 36% in Q3 2025, selling an estimated $178K and leaving 6,102 shares worth $310K. The position accounts for 0.11% of the portfolio, ranked #193.

FullCircle Wealth first reported a position in TAXX in Q3 2024 and has held it in 5 quarters since. The position peaked at $487K in Q2 2025. 33 funds tracked by Wall St. Rank hold TAXX as of Q3 2025.

  • FullCircle Wealth held 6,102 shares of BondBloxx IR+M Tax Aware Short Duration ETF worth $310K as of Q3 2025.
  • FullCircle Wealth sold 3,498 BondBloxx IR+M Tax Aware Short Duration ETF shares in Q3 2025, an estimated $178K.
  • BondBloxx IR+M Tax Aware Short Duration ETF made up 0.11% of FullCircle Wealth's portfolio in Q3 2025, its #193 holding.
  • FullCircle Wealth first reported a position in BondBloxx IR+M Tax Aware Short Duration ETF in Q3 2024 and has held it in 5 quarters since.
  • FullCircle Wealth's BondBloxx IR+M Tax Aware Short Duration ETF position peaked at $487K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held BondBloxx IR+M Tax Aware Short Duration ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.